SLCo AGS109142 Client Management Software Solution - RFP

19 April 2024 SLCo AGS109142 Client Management Software Solution - RFP SLCo AGS109142 Client Management Software Solution - RFP 19 April 2024 Open 4/4/2024 9:00 AM MDT Type Request for Proposal Close 5/2/2024 1:00 PM MDT Number SLCo AGS109142 Client Management Software Solution - RFP Currency US Dollar Sealed Until 5/2/2024 1:00 PM MDT 19 April 2024 Contacts Teresa Young tyoung@slco.org 19 April 2024 Commodity Codes Commodity Code Description 81110 Information technology services including cloud services and data services and rental or leasing services and online database subscription services and programming and hardware or software engineering and applications training services 81112 Data services and internet services and software maintenance and computer hardware maintenance including website design services and internet domains and database management software support and disaster recovery services and support services 19 April

202419 April 202419 April 202419 April 202419 April 202419 April 202419 April 202419 April 202419 April 2024 mailto:tyoung@slco.org Salt Lake County, on behalf of Aging & Adult Services, “County” is soliciting proposals from qualified firms “Proposer / Contractor” to compile AAS data required to meet reporting requirements for the Administration of Community Living (“ACL”) and the Utah Division of Aging and Adult Services (“AAS”). These federal and state funders have data requirements under the Older Americans Act of 1965 that Salt Lake County is not able to meet internally. AAS is attempting to improve solutions for client management, program workflows, and expanding our internal and external reporting capabilities. AAS’ data needs have grown more complex in recent years, and a Contractor is needed to partner with AAS to address efficiency and improved data tracking. Please upload your proposal in the Vendor Attachment area by the due date and time indicated in the event. Description Required to View Event Prerequisites Required to Enter Bid 19 April 2024 1. Proposer must review the scope of work and at a minimum meet all requirements. 2. Proposer must review the complete Request for Proposals, Exhibits, and Documents located in the Buyer Attachments area. 19 April 202419 April 202419 April 202419 April 202419 April 202419 April 202419 April 2024 Buyer Attachments 1. AGS109142_Client Management Software_Amendment No. 1.pdf 2. AGS109142 Client Management Database RFP - Final.pdf 3. CRM Solution Functional Specs - Exhibit A.xlsx 4. CRM Solution Exhibits B-C (Rev.3 2024-02-26).xlsx 19 April 202419 April 202419 April 202419 April 202419 April 202419 April 2024 https://bids01.jaggaer.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xMjIxNTUwLTE2MDMyODczMjZBR1MxMDkxNDJfQ2xpZW50IE1hbmFnZW1lbnQgU29mdHdhcmVfQW1lbmRtZW50IE5vLiAxLnBkZg%3D%3D&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9 https://bids01.jaggaer.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xMjIxNTUwLTE1OTI1OTc0NDBBR1MxMDkxNDIgQ2xpZW50IE1hbmFnZW1lbnQgRGF0YWJhc2UgUkZQIC0gRmluYWwucGRm&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9 https://bids01.jaggaer.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xMjIxNTUwLTE1OTI1OTg2MTFDUk0gU29sdXRpb24gRnVuY3Rpb25hbCBTcGVjcyAtIEV4aGliaXQgQS54bHN4&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9 https://bids01.jaggaer.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xMjIxNTUwLTE1OTI1OTg5NTFDUk0gU29sdXRpb24gRXhoaWJpdHMgQi1DIChSZXYuMyAyMDI0LTAyLTI2KS54bHN4&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9 Questions Required Questions Group 1: Instructions: 1.1 Is the Proposer registered with the Utah Department of Commerce to do business in the State of Utah? 1.2 Supplier/Vendor Management: Awarded Bidder will be sent an invitation from our supplier management portal, PaymentWorks, to input their company information and get set up as a Vendor with Salt Lake County. 1.3 Proposer carries the insurance requirements addressed in Section 2.5 of the RFP and will provide proof of insurance if awarded. 1.4 Exhibit A, Functional Specifications, has been completed and attached in the Vendor area. 1.5 Exhibit B Pricing & Exhibit C Project Plan has been completed and attached in the Vendor area in a separate PDF from Exhibit A. 1.6 Exhibit D - References has been completed and attached in the Vendor area in a separate PDF from Exhibit A. 1.7 Exhibit E - Sample Agreement Acceptance or Alternate Proposed Agreement has been completed and attached in the Vendor area. 1.8 Attachment A proposal cover summary has been completed and attached in the Vendor area. 1.9 Proposer is requesting protected record status and has completed Attachment B and upload a redacted Proposal. 1.10 Proposer is requesting preferences and has completed Attachment C and attached in the Vendor area. Proof of preferences has also been attached in the Vendor area. 1.11 Proposer agrees to comply with Attachment D, the County's environmental compliance statement and non-debarment certification. 1.12 Proposer is requesting alterations per Section 3.2 of this RFP and has attached the request and reasonable alteration desired. 19 April 202419 April 202419 April 202419 April 202419 April 2024 Product Line Items Product Line Items There are no Items added to this event. 19 April 202419 April 202419 April 202419 April 2024 Service Line Items Service Line Items There are no Items added to this event. 19 April 202419 April 202419 April 2024